Aug. 13 at 9:07 PM
$ASTH nice pullback to enter or add. Above 100ma again, just consolidating a big move. <8x 27 ebitda, 8-9% fcf yield, growing EBITDA and fcf 15-20%/yr with no limit on white space.
In 2021 these exact companies traded for 5-10x REVENUE. Now it’s <1x after enduring a horrible cycle in which the pretenders all went to 0.
$ASTH has been the best operator throughout, growing every year, and is just at the beginning of a multi-year revaluation.
@healthcareguru
